Form 4 for MORN Morningstar, Inc.
Accepted 2021-09-20 00:00:00 ET · period of report 2021-09-16 · accession 0001289419-21-000236 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| M | 2021-09-20 | 2021-09-16+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $276.19 | -12.0K | 13.58M | -0.1% | -$3.30M |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2021-09-17 | S | D | 2,883 | $275.37 | 13,583,549 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $275.31 to $276.02. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 2 | Common | Common Stock | 2021-09-16 | S | D | 1,435 | $277.77 | 13,586,432 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $277.54 to $278.22. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 3 | Common | Common Stock | 2021-09-16 | S | D | 3,582 | $277.04 | 13,587,867 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $276.53 to $277.52. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 4 | Common | Common Stock | 2021-09-16 | S | D | 1,787 | $276.29 | 13,591,449 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $275.53 to $276.50. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 5 | Common | Common Stock | 2021-09-16 | S | D | 2,201 | $274.79 | 13,593,236 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $274.50 to $275.49. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 6 | Common | Common Stock | 2021-09-17 | S | D | 63 | $276.31 | 13,583,486 | D | — | — |